Why This Advisor Says FMG Suite “Simplifies My Business”
Michael Reich, FSS, LUTCF, CLTC, is an Investment Adviser Representative at John Hancock Financial Network in Sarasota, Florida. He's a big fan of FMG Suite's simplicity and automation. See what he has to say about his experience with us: How did you learn about FMG Suite? I found out about your…
5 Tools to Increase Marketing Productivity
Between self-driving cars, Artificial Intelligence, and the Internet of Things, it’s hard to turn a corner without encountering some sort of automated bot. Technology is on the rise and more and more tasks are being automated to increase efficiencies. As a financial advisor, you have likely seen…
How to Become the Apple Pie of Social Media
If there is one thing everyone loves, it's apple pie. Whether it’s the flakey crust, the gooey filling, or the melted ice cream on top, you can’t go wrong with this comfort food. So how can you become the “apple pie” of the social media world? Getting your audience to like you as much as they like…
Why This Advisor Calls FMG Suite a “One-Stop Shop” for Digital Marketing
Allan Katz, CFP®, ChFC®, CLU® is a financial advisor with Royal Alliance Associates and the founder of Comprehensive Wealth Management Group in Staten Island, New York. See what he has to say about his experience with FMG Suite. How did you first learn about FMG Suite? My broker-dealer, Royal…
5 Easy Steps to Becoming a Marketing Pro in 2017
If you’re anything like us, improving your marketing is the first item on your New Year’s Resolution list. Okay, maybe marketing isn’t your first priority, but you know the importance of it. What better time to start taking your marketing strategy seriously than in the new year? Whether you have…
I’m on a Limited Budget. How Should I Allocate My Marketing Dollars?
On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. However, this may still not be possible for some advisors on a more limited budget. This leads many advisors to ask, how can I make the most out of my marketing dollars? In this week's…
Robo-Advising: The First Step in Embracing Marketing Automation
Advisors know they must modernize or risk becoming irrelevant. Tackle marketing automation to stay relevant and useful in this changing landscape. We all know the saying: there are only two certainties in life — death and taxes. But, we would like to add a third: change. The financial services…
Making the DoL Fiduciary Rule Work For Your Marketing
The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…
What’s the Difference Between CRM Software and Marketing Automation Software?
Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client…
What Is The Difference Between Automated Marketing Platforms and Customer Relationship Management?
Most advisors have a Client Relationship Management (CRM) tool, but not all use automation software. Too often, advisors assume the two are the same. While it is important the two technologies work in tandem, CRMs are actually very different than Automated Marketing Platforms (AMP). Here's a quick…